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ServisFirst Bancshares
SFBS

Overview Fund Activity

239 hedge funds and large institutions have $1.95B invested in ServisFirst Bancshares in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+15
Holders Change %
+6.7%
% of All Funds
3.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
70
Reduced
93
Closed
16
Calls
$1.47M
Puts
$167K
Net Calls
+$1.3M
Net Calls Change
+$1.34M

Top Buyers

1
WA
Wasatch Advisors
Utah
$41.5M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$17.4M
3
CIP
Champlain Investment Partners
Vermont
$51.6M
4
American Century Companies
American Century Companies
Missouri
$8.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$10.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$180M
2
State Street
State Street
Massachusetts
$111M
3
BlackRock
BlackRock
New York
$392M
4
Marshall Wace
Marshall Wace
United Kingdom
$1.26M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$131K +$887 +17 +0.7%
QCG
202
Quadrant Capital Group
Ohio
$80.1K -$4.7K -90 -6%
KBC Group
203
KBC Group
Belgium
$78K -$113K -2,147 -59%
SO
204
STRS Ohio
Ohio
$67K +$67K +1,300 New
Allspring Global Investments
205
Allspring Global Investments
North Carolina
$52.5K +$52.5K +1,006 New
NA
206
NewEdge Advisors
Louisiana
$31.2K – – –
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$30K +$4.5K +85 +18%
National Bank of Canada
208
National Bank of Canada
Quebec, Canada
$26.1K -$20.5K -391 -44%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$24.2K +$1.2K +23 +5%
FHA
210
First Horizon Advisors
Tennessee
$23.7K +$783 +15 +3%
CFGS
211
Concourse Financial Group Securities
Alabama
$21K – – –
CWC
212
Carolinas Wealth Consulting
North Carolina
$20K – – –
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$17K -$204 -4 -1%
RTC
214
Riverview Trust Company
Washington
$16.8K – – –
ACM
215
Aquatic Capital Management
Illinois
$16K -$240K -4,500 -94%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$15.1K +$9.18K +176 +156%
PFBT
217
Parkside Financial Bank & Trust
Missouri
$7.46K +$104 +2 +1%
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$6.37K +$1.25K +24 +24%
WWM
219
Wolff Wiese Magana
California
$5.69K – – –
QL
220
Quarry LP
New York
$5.11K +$5.11K +98 New
CA
221
Clearstead Advisors
Ohio
$3.97K +$3.97K +76 New
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$3.24K +$3.24K +62 New
VWM
223
Venturi Wealth Management
Texas
$2.97K – – –
PA
224
Parallel Advisors
California
$2.45K -$1.25K -24 -34%
SWM
225
Spire Wealth Management
Virginia
$2.09K -$60.1K -1,151 -97%
7 8
9
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